Filed: 1/9/2024ACC: 0001085146-24-000093
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $163.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$163.0K
Total AUM (reported)
1.64M
Total Shares
Allocation by class
COM$100.6K61.7%
CL B NEW$16.3K10.0%
CL A$10.6K6.5%
COM LBTY SRM S C$9.8K6.0%
COMMON STOCK$8.1K5.0%
COM NEW$7.9K4.9%
STOCK$5.3K3.2%
Portfolio Concentration
Top 3$48.0K29.4%
4–10$83.3K51.1%
11–25$31.7K19.4%
Top 3 weight
29.4%
Top 10 weight
80.6%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Sole
Full voting authority
1.64M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
THE CIGNA GROUP
SOLEShares54.44K
TypeSH
Market value$16.3K
10.00%
Sole
54.44K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares45.59K
TypeSH
Market value$16.3K
9.97%
Sole
45.59K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares10.88K
TypeSH
Market value$15.4K
9.48%
Sole
10.88K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares30.65K
TypeSH
Market value$14.1K
8.66%
Sole
30.65K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares400.72K
TypeSH
Market value$13.8K
8.49%
Sole
400.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares68.61K
TypeSH
Market value$13.2K
8.10%
Sole
68.61K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares63.12K
TypeSH
Market value$11.8K
7.25%
Sole
63.12K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares27.39K
TypeSH
Market value$10.6K
6.53%
Sole
27.39K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares129.21K
TypeSH
Market value$9.9K
6.08%
Sole
129.21K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares339.63K
TypeSH
Market value$9.8K
6.00%
Sole
339.63K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares34.83K
TypeSH
Market value$7.9K
4.85%
Sole
34.83K
Shared
0.00
None
0.00
PHINIA INC
SOLEShares241.59K
TypeSH
Market value$7.3K
4.49%
Sole
241.59K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares25.48K
TypeSH
Market value$5.9K
3.62%
Sole
25.48K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares62.42K
TypeSH
Market value$5.3K
3.24%
Sole
62.42K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares22.33K
TypeSH
Market value$1.8K
1.10%
Sole
22.33K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares47.80K
TypeSH
Market value$1.8K
1.10%
Sole
47.80K
Shared
0.00
None
0.00
FORTREA HLDGS INC
SOLEShares23.37K
TypeSH
Market value$816.00
0.50%
Sole
23.37K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares8.48K
TypeSH
Market value$697.00
0.43%
Sole
8.48K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares2.40K
TypeSH
Market value$194.00
0.12%
Sole
2.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
THE CIGNA GROUPSOLE | COM | 54.44K | SH | $16.3K 10.00% | 54.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 45.59K | SH | $16.3K 9.97% | 45.59K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 10.88K | SH | $15.4K 9.48% | 10.88K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 30.65K | SH | $14.1K 8.66% | 30.65K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 400.72K | SH | $13.8K 8.49% | 400.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 68.61K | SH | $13.2K 8.10% | 68.61K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 63.12K | SH | $11.8K 7.25% | 63.12K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 27.39K | SH | $10.6K 6.53% | 27.39K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 129.21K | SH | $9.9K 6.08% | 129.21K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY SRM S C | 339.63K | SH | $9.8K 6.00% | 339.63K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM NEW | 34.83K | SH | $7.9K 4.85% | 34.83K | 0.00 | 0.00 |
PHINIA INCSOLE | COMMON STOCK | 241.59K | SH | $7.3K 4.49% | 241.59K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 25.48K | SH | $5.9K 3.62% | 25.48K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 62.42K | SH | $5.3K 3.24% | 62.42K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 22.33K | SH | $1.8K 1.10% | 22.33K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY LIV S C | 47.80K | SH | $1.8K 1.10% | 47.80K | 0.00 | 0.00 |
FORTREA HLDGS INCSOLE | COMMON STOCK | 23.37K | SH | $816.00 0.50% | 23.37K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 8.48K | SH | $697.00 0.43% | 8.48K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER A | 2.40K | SH | $194.00 0.12% | 2.40K | 0.00 | 0.00 |